Question for advisors: A client passes away. The account is relatively small, and there’s a good chance the surviving spouse will move the assets elsewhere. From a practice-management standpoint, there may be little economic incentive to spend money on flowers, memorial donations, etc. Do you send flowers, make a donation, send a handwritten card, call the family, or simply handle the paperwork professionally? Where do you draw the line between being a business owner and being a human being?

Our VP mandated that all cameras must be on for every single internal Zoom call. No one is happy. We’re supposed to be hybrid now, but this feels like a passive-aggressive way to make sure we’re sitting rigidly at our desks in full business casual at home. Was never like this when we were fully remote. Is this a reasonable expectation for a modern workplace?

Have you ever made your best investment decision when everyone else was pessimistic? What gave you the conviction? Look at Starlink today.

💭 How/when do you disclose that you were let go from your last job in an interview?

If you were 10 weeks pregnant and had a notoriously difficult boss, would you tell them now or wait until after the first trimester? I’m dreading telling him. He’s explosive. Maybe talk to HR first.